Confluence Wealth Services’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Confluence Wealth Services’s Portfolio ESGD Stock Details ESGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$269K	Buy
2025 Q1	$233K	Buy
2024 Q4	$212K	Sell
2024 Q3	$228K	Buy
2022 Q1	–	Sell
2021 Q4	$68K	Buy